Connect your Perk (formerly TravelPerk) account to Expensify to automatically sync travel bookings as expenses. Once connected, Perk sends invoices and itineraries to Expensify as soon as a trip is booked, reducing manual work and giving you better visibility into travel spend.

Connecting Perk to Expensify

What are the requirements to connect Perk with Expensify

Before you begin connecting Perk and Expensify, make sure you:

• Have an active Expensify account
• Are a Workspace Admin in Expensify
• Have an active Perk account
• Are an Account Admin in Perk

How to set up the Perk integration with Expensify

The Perk integration is configured and managed directly in Perk.

To enable the integration, follow Perk’s setup guide: Set up the Perk integration with Expensify

Note: All configuration steps take place in Perk, not in Expensify.

How Perk automatically creates expenses in Expensify

After the integration is enabled:

1. A trip is booked in Perk.
2. Perk forwards the trip costs to receipts@expensify.com.
3. Expensify automatically creates a new expense for the selected member.
4. The expense appears in the member’s Inbox with travel details, invoices, and itineraries attached.
5. The member can review the expense and add it to a report for approval.

This eliminates the need to manually upload receipts or enter trip details.

FAQ

When are Perk travel expenses created in Expensify?

Expenses are created automatically after a booking is confirmed in Perk.

This typically happens when the traveler does not have an Expensify account or the traveler’s email address is different in Perk and Expensify.

This typically happens when the traveler does not have an Expensify account or the traveler’s email address is different in Perk and Expensify

To resolve this, confirm the traveler has an active Expensify account and make sure the email address matches in both Perk and Expensify.

Where do I manage the Perk integration settings?

All integration settings are managed in your Perk account. Expensify does not host the setup controls for this integration.

Can I add out-of-pocket expenses to a Perk travel report?

Yes, if you have additional travel costs (such as meals or transportation not booked through Perk), you can include them in the same expense report. Learn how to add expenses to a report.